Link/check account statement report in sales contact profile
A sales contact profile is linked to every debtor. Link the reports you send to your contact, including the account statement report, in the (default) sales contact profile. If you e-mail the account statement then you also link the message template for the account statement.
Link/check account statement report and message template in sales contact profile
- Go to: General / Configuration / Integration settings / Sales contact profile.
- Open the properties of the Default sales contact profile. This profile automatically applies to contacts for which a profile has not been defined.
- Go to the tab: Report.
- Check whether the Debtor account statement (Profit) report has been linked in Account statement.
- Go to the tab: Message template.
- Select the message template in Account statement if you supply account statements by e-mail. This message template is the e-mail message, possibly personalised with fields (tags), which you send out together with the account statement as a PDF file in the attachment. First add the message template if you have not already done so.
- Click on: OK.
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